See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,831 | $48,230-94.1% | $67,502-95.8% | $80,856-96.5% |
| Participation rate | 86.7% | 66.4%+20.3pp | 72.9%+13.8pp | 67.6%+19.0pp |
| Annual return | 13.63% | 18.28%-4.7pp | 3512.12%-3498.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $424 | $2,020-79.0% | $2,731-84.5% | $2,755-84.6% |
| Participant deferral / active EE | $935 | $2,924-68.0% | $4,000-76.6% | $4,296-78.2% |
| Admin fee / account holder | $71 | $3,681-98.1% | $3,998-98.2% | $6,918-99.0% |